The annual Epicor Customer Conference, Insights, was revived in person for 2021 in Las Vegas, Nevada at the Mandalay Bay Resort and Casino.

With the ongoing COVID-19 pandemic still fresh in everyone’s mind, Insights 2021 was a strange brew of keeping the traditional spirit of the event in line with the necessary precautions required to keep attendees safe. That being the case, the show was organized and executed for an audience that numbered a bit more than 1800. That is roughly half of the standard attendance when compared to prior iterations.

The event focused on Epicor’s full suite of business solutions, newest technological developments, and road map for the future of the company and its products along with providing ample learning and networking opportunities for attendees throughout the week. Because we and our audience work primarily with Epicor Kinetic (previously Epicor ERP), this recap will focus on items relevant to that product.

CDR Acquisition of Epicor Software Corp.

The Short: Epicor was purchased by CDR in late 2020. Rebranding followed shortly after with a new logo, marketing, and design. The company will focus efforts on being the #1 cloud ERP provider for manufacturers moving forward.

Clayton, Dubilier & Rice purchased Epicor in late 2020 for just under $5 billion. Epicor has more than 20,000 customers across the globe and offers a world-class suite of software for manufacturing, distribution, retail, and services. CDR is confident it can propel Epicor to its next stage in development and increase its market share. Part of that effort is a heavy investment in cloud technologies for Epicor industries.

By offloading IT costs, improving connectivity and coverage for any time, anywhere work, and heavily investing in cybersecurity, CDR seeks to make Epicor the leader in cloud-based ERP. That is not to say on-prem and hybrid deployments will be unavailable. It means that Epicor will move forward with a cloud-first mentality and encourage users to consider the cloud as the optimal choice for deployment.

Epicor has made it easy to recognize the benefits of the cloud and developed a roadmap for easier on-prem to cloud migration.

Epicor has redesigned its look to reflect these forward-looking changes with new logos, new marketing collateral, and a brand overhaul that is simple, sleek, and attractive.

Epicor Kinetic 2021.1

The Short: Epicor ERP has been renamed Epicor Kinetic. The enterprise management software will continue to focus on the needs of modern manufacturers. Intuitive design, functionality, and experience continue to improve user adoption and time to value. Advanced on-prem and cloud-based cybersecurity safeguards have become a priority to combat what Epicor sees as an increasingly targeted business group.

As part of Epicor’s rebrand, Epicor ERP has received a new moniker, Kinetic. The product leverages an array of next-generation personalization for businesses, employees, and their customers. The improved product delivers cutting-edge business management tools, including new validation and security tools for highly regulated industries, low-code, no-code interface design, and more product flexibility, all available within the browser.

This change is punctuated by a focus on Roles and Personas that will govern provisioning, interfaces, learning, and training, all within the Kinetic system moving forward.

Kinetic and the cloud-first approach will move forward in tandem, ensuring that customers will have the opportunity to see the software mature at their own pace and integrate when the time is right. The benefits emerge already, with those customers who are current on the software gaining the maximum benefit through future-proofing their business.

Epicor’s Acquisition of KBMax

The Short: Customer-driven eCommerce tools are now the norm and KBMax is Epicor’s answer to easy purchasing in a familiar online shopping experience. By enabling complex ETO and product configuration as a 3D visualization, manufacturers can enable customers to complete purchasing activities online, more quickly and more easily.

Customers are increasingly demanding faster quoting, more personalization, and an easy-to-use interface for their purchasing activities.

To address these needs, Epicor identified and acquired KBMax. This Engineered-to-Order (ETO) product configurator and 3D visualization tool allow for easy quoting and configuration of highly complex products. This includes everything from outbuildings, industrial equipment, furniture, and more.

Designed to provide customers the ability to build out complex product configurations in an easy-to-navigate interface, KBMax greatly improves the overall purchasing experience for the customer. As a result, businesses can more easily account for MRP and production activities, close more sales faster, and increase customer satisfaction to ensure repeat business. All of this takes place in a web browser, on a desktop PC or mobile device, for a new level of convenience.

The demonstration presented at Insights featured an e-commerce website for an ETO manufacturer of retail sheds and storage buildings. The tool provided for the complete customization of an outbuilding from material and color to trim and custom access points.

The customer could fabricate any variation of the shed with just a few clicks and be prompted with an alert following any configuration that would not be possible from an assembly or material availability standpoint.

The customer may even create a virtual yard or property exact to dimension to see how the finished product would look after installation. All of this took place within just a few short minutes before the purchase could be finalized and submitted from the user’s web browser. This tool looks very polished and will serve as an exceptional compliment to Epicor Kinetic’s eCommerce tools for manufacturers.

Cloud Deployments and Migration from On-Prem

The Short: Epicor is increasing emphasis on cloud deployments moving forward, though Hybrid and On-Premise will still be available options. This will provide businesses with superior agility for several reasons, including control, security, scalability, and collaboration. Government cloud and cloud validation packs are available for government contractors and manufacturers in highly regulated industries, such as med devices and life sciences.

The Kinetic rollout and cloud-first approach are governing the forward momentum of Epicor’s business model. As a result, Insights featured a litany of talks and labs based on the benefits of moving to the cloud and how to get there, whether starting from square one or moving from on-prem. The process has been streamlined to minimize business disruption.

Among the most popular reasons customers are choosing to move to the cloud over traditional ERP deployment models are:

  • Remaining current in stride with the pace of innovation
  • Achieving faster time to value
  • Enabling a mobile, global, and collaborative workforce
  • Minimizing environmental impacts of expansive IT hardware infrastructures
  • Facilitating IT staff to drive high-value business initiatives
  • Achieving and maintaining world-class security
  • Leveraging enterprise validation tools for highly regulated industries
  • Satisfying standards for Government-regulated manufacturing industries and contractors

The regular cadence Epicor has established for each new release of Kinetic helps to standardize and communicate change in advance. Cloud keeps these businesses protected around the clock and ahead of the curve with the most up-to-date security and functionality.

Augmented Reality, Machine Vision, and Cobots to Improve Quality and Assembly Operations

The Short: Epicor is working with cutting-edge robotics and augmented reality technology to improve assembly operations and ensure the quality of finished products. The effort also improves traceability throughout the supply chain, from the production floor to the final destination.

During the opening keynote with CEO Steve Murphy, Epicor demonstrated collaborative robots (cobots), shop floor workers, and machine vision tools working together to assemble complex products. In this case, printed circuit boards.

Serialized components were handed to workers by their cobot counterparts. The augmented reality display indicated where the next piece should be inserted into the PCB apparatus. The board was then scanned by an overhead camera to be either approved or rejected.

The actions were executed quickly and efficiently, which prompted the next piece to be retrieved by the cobot and placed appropriately by the worker. All these actions were recorded and reflected in the Kinetic system in real-time.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Watch this animated video and discover how Spreadsheet Server increases the Excel-based reporting efficiency in your organization.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Watch this video and learn how to master your Excel-based financial reporting with Spreadsheet Server. Access data with customizable drill-downs, and analyze the transactional level by looking at invoices or attachments stored in the ERP, directly from Excel. Schedule report generation and delivery to any stakeholders efficiently.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Before implementing Spreadsheet Server, Caymas Boats was using Epicor ERP’s standard reports alongside Epicor XL Connect, a Microsoft® Excel® add-in, for their more in-depth and custom reporting needs.

Tyler Smith, the Senior Accountant at Caymas Boats, says that while the team liked using Epicor XL Connect when it came time to create or modify their reports, they had to rely on outside consultants because report writing still required a level of technical expertise.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Are you looking for a better way to manage your Excel data and associated reporting? Spreadsheet Server helps you bridge the gap between your company data and insightful reports, saving time by streamlining analytic processes in a secure environment.

With the full power of Excel, Spreadsheet Server allows you to mix GL and non-GL data from multiple platforms into a single worksheet. Work with real-time data from your ERP to create financial and operational reports with the ability to drill down into detail.

Customers who have not used XL Connect or Spreadsheet Server previously will get 20% off the license price, or 10% off the subscription/SaaS price when buying Spreadsheet Server and paying annually. In addition, these customers can receive 20% off the implementation services delivered by Epicor directly.

Must purchase between 6/1/2021 and 09/30/2021.

Limited-Time Offer to Combine the Familiarity Of Microsoft® Excel® with The Power of your Epicor Data

Customers who have not used XL Connect or Spreadsheet Server previously and registering for the Virtual Summit online event in August 2021 will get 35% off the license price, 15% off the subscription/SaaS price, and 20% off implementation services delivered by Epicor directly.

Must purchase between 8/15/2021 and 08/31/2021. Register for the Virtual Summit using this link.

Real-Time Reporting that Connects to Epicor Data Directly in Excel

Spreadsheet Server works as an intuitive Microsoft add-in providing live reporting and analysis from your Epicor ERP into Excel.

Save time and reduce risk by eliminating manual reporting processes:

  • Real-time connections and reporting across multiple sources, directly from Excel
  • Create reports without relying on IT or expensive consultants
  • Drill down to sub-ledger detail in your Epicor ERP platform
  • Access time-saving, pre-configured queries from your peers via a cloud-based library
  • Combine and report on data from multiple sources to show the big picture.
  • Automate the distribution of reports to reduce the month-end effort
  • Get up and running fast with an easy install for short time to value

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Precise Advanced Requisition Management (ARM) automates and streamlines the requisitioning process, utilizing a Web browser to integrate with and extend the Epicor Purchasing module. Multiple approval methods provide a flexible framework that can be configured to meet the requirements of any organization. Via a separately licensed module, ARM also facilitates inventory transfers between Epicor locations/warehouses/sites and importing bulk data for Requisitions or Receiving via .csv files.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


ERP Vendor Update: Industrial Equipment Manufacturing is compiled by Ultra Consultants from interviews with software company product experts, product documentation and product briefings, independent research, and Ultra internal documents.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


There are significant changes to the Epicor Learning Program for Kinetic 2021.1.  The video below briefly covers the changes.

Epicor Learning Program: The Evolution of Education

 

Epicor Learning Program: The Next Generation Of Education From Epicor University, A Complete Training Experience

  • Epicor Learning License includes Full access to Epicor Learning Center with a deep catalog of video-based courses and Hands-On exercises, role-based learning paths, and the tools to quickly manage their entire training program.
  • Hands-on Courses are new! Hands-On is workshop-based courses for use with the Kinetic education database. They provide step-by-step instruction and hands-on practice exercises through real-world scenarios and are specifically designed to walk the learner through an actual in-product experience to help them master the Kinetic software. Hands-on exercises are also woven into role-based learning paths to accelerate adoption, develop skills, and build confidence for users.
  • All customers with an Embedded Ed license will have full access to Epicor Learning, ELC, and the full Learning Program.
  • Embedded Education has moved to sustain mode; the historical courses are available from classic help and ELC, but all new workshop-based courses will be developed as Hands-On.

All customers using Kinetic 2021.1 have access to the Help and Support Panel with help articles, quick answer videos, and guided learning; those with an Epicor Learning License get much more.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Customer(s) may have experienced that when working in Embedded Education in the middle of the training they receive the error message: “Unable to Load Online Education Courses. Access to online education requires an active Epicor ERP session. Please launch education courses from within the application.”

The following steps are the workaround solution with Internet Explorer as Epicor ERP version 10 was developed with it.

If you are using Microsoft Edge as your Internet browser, please check on the section “Related Links” for the related KB article.

Related Links

KB0103351 – Embedded Education – Unable to Load Online Education Courses – Workaround solution when using Microsoft Edge

– Troubleshooting Steps on Microsoft Internet Explorer –

The following steps are the workaround solution when you’re using Microsoft Internet Explorer as your Internet browser.

Step Action
1 Close ERP Education instance. Go to step 2.
2 Open Microsoft Internet Explorer. Go to step 3.
3 Select the Tools menu and then click on Internet Options. Go to step 4.
4 In the window Internet Options look for the button named Settings below the section Browsing History and click on it.
Go to step 5.
5 In the window Website Data Settings, click on the radio button “Every time I visit the webpage” and click on “OK”.

website data settings for microsoft edge or internet explorer browsers

Go to step 6.

6 Back in the window Internet Options look for the button named Delete… below the section Browsing History and click on it.
Go to step 7.
7 Clear browsing history and cookies and other temporary Internet files:
From the list of possible kinds of data to delete, at least select and delete the first 3 categories (checkmark them and then press the Delete button): Temporary Internet files and website files, Cookies and website data, and History. Check the image.clear browsing history on microsoft edge or internet explorer browsers Go to step 8.
8 Once the Internet clears the data, you can close the browser and open Epicor ERP to verify the Embedded course.
Action steps complete

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


As part of the transition to the new user experience in Kinetic (the new name of Epicor ERP), we have a path to upgrade your existing customizations in the Classic user interface to low/no code configurations in Application Studio. Bring your business current with the new Epicor customization upgrades process.

Epicor Customization Upgrades Process

Your existing customizations are not going away when you upgrade to Kinetic 2021. They will continue to work in the Classic user interface alongside the Kinetic UX forms you have enabled, so you can adopt the new user experience at your own pace without business disruption.

During your upgrade to version 2021, you will have the opportunity to upgrade your Classic customizations to the new user experience. We’ll guide you during the transition with resources and programs to facilitate the upgrade and end-user adoption process.

Get familiar with Application Studio with easy access to education and helpful resources from the application. Also, Epicor Learning Center offers training on different Application Studio elements and use cases so you can become proficient with the tool.

The process is simple and can be broken down into the following four steps:

Upgrade

The customization conversion will run during your upgrade to 2021. Classic customizations that have a Kinetic UX equivalent will be automatically converted to a layer in Application Studio.

Convert

After your upgrade, you’ll be able to review the status of the converted customization layers in the new Configuration Upgrade Dashboard. Some UX components will come over automatically and some may need rework.

Verify

Review the issues and use Application Studio to update them or go back to the Win Form to update and then run the conversion program again. Check the Conversion Workbench Logs to review details about the converted layers.

You can also engage with our Technical Services Team at this stage so they can do the rework for you.

Deploy

Once the conversions are verified and issues are fixed you can deploy them to the menu.

That’s all there is to it! You can get started or learn more about the process by contacting your Encompass Customer Account Manager.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.